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Sales Quotation Management application

$750-1500 USD

Закрито
Опублікований about 8 years ago

$750-1500 USD

Оплачується при отриманні
I own a Communications distribution company and I am looking for a customer sales quotation application to be written for my customer service personnel for product based sales quotations. We have 30 different supplier price lists that are provided in exel or pdf format. At present quotations to customers are provided in MS exel via manual data entry after referencing to the relevant supplier price lists. This process is way too time consuming and too slow for our current requirements. These price lists we recieve from our suppliers may be: *a general list price with a % discount to be applied to obtain our cost price. * a price list with our cost price ( no discount required to obtain our cost price) * Price lists come in AUS, US and EUR. I am looking for someone to write an application that allows me to import these price lists into a database and provide customer service staff with the ability to generate quotations of one/several suppliers in one quotation. The application shall allow: IMPORTING * Importing of pdf and exel based price lists. * The ability to apply a 0-50% discount when importing. (where suppliers use a retail list price and offer a % discount) * The ability to convert from US and EUR to Aus when importing. (a manual entry of exchange rates is fine) * The ability to add duty and freight where required to provide accurate landed costs. EXCHANGE RATE *The ability to modify the exchange rate at anytime to update our cost price to a particular currency (price list are only issued every 6/12 months, and we need to cater for exchange rate variation in between price lists updates) FINANCIAL * There is no requirement for this to be linked to our financial billing system. SALES QUOTATION PROCESS * The ability to select products from the database via : a searchable field on part number or description to build a quotation. * The ability to apply a preselected/manual list of % markups to generate the customer price on the quotation. * The ability to apply these markups by line item or by overall quotation. * The % markups applied shall not be visible in the quotation provided to the customer. * To have multi user access to the database simultaneously (for up to 6 customer service/sales staff) * To provide an 5 digit auto numbering system when sales staff select a new quotation. * The ability to save quotations. . PRESENTATION * The ability to produce/generate a quotation to the client in MS exel style spreadsheet with the usual quotation header and company logo, company terms and conditions etc. * (Optional) The ability to select customer email details from MS Exchange customer contacts for direct email of quotations. * No web based pricing is required. OS The OS system we use is Windows SBS servers, with Windows Vista and Win7 PC's. Sample price lists will be provided for reference puroposes if required.
ID проекту: 9690458

Про проект

11 пропозицій(-ї)
Дистанційний проект
Активність 8 yrs ago

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11 фрілансерів(-и) готові виконати цю роботу у середньому за $1 054 USD
Аватарка користувача
Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$1 000 USD за 5 дні(-в)
4,9 (345 відгуки(-ів))
7,4
7,4
Аватарка користувача
I have the expertise in Excel & scripting in VBA and can do the Sales Quotation Management System, as per specification Ready to start work immediately.
$1 000 USD за 15 дні(-в)
4,6 (65 відгуки(-ів))
5,3
5,3
Аватарка користувача
Hello, Over the past 18 years, I’ve worked in a variety of functions spanning Information Technology, Supply Chain, Finance and Process Optimization with a key point of connectivity being my use of MS Access/Visual Basic to solve many of the problems presented in each role. You can see more details on my educational and professional background on my LinkedIn profile (Rob Sliter), if you choose. I’ve built numerous applications varying from simple reporting tools to more complex multi-user client-server applications used in production environments. I am very motivated to exceed your expectations, earn a great review from you to post on the website, and begin a long standing business relationship. Your projects sounds interesting and I believe that my background will allow me to provide additional perspectives and insights that you will find valuable. Whether you're looking for Access development, Excel automation through VBA, or data analysis, synthesis, and presentation - I believe I'm the resource that you're looking for. Thanks for your consideration, Rob
$1 250 USD за 30 дні(-в)
5,0 (2 відгуки(-ів))
3,1
3,1
Аватарка користувача
Loud Thinking: Direct Conversion from Pdf to Excel is not error free. Once the data is transferred to Excel in a structured manner, it can be processed further. We can have these finalized price list in our system. We can set item wise or general parameters for Discounts for different Price List. We can have Exchange rate provision which can update the prices on daily basis. Collecting data from Customer email may be difficult. As we are not sure in what format the customer will send his requirement. We shall plan the system on Windows 7 with Excel 2013 (Please advise otherwise) Off course we shall need the Price list of all suppliers in soft format and need to discuss the quote format. The Quotation preparation process can be : 1. Customer Name and Address feeding 2. Select Supplier name (Price List) from Drop down 3. On selection of supplier we have corresponding item list only from Drop Down 4. On Selection of item, it fetches the corresponding price 5. We can select terms and conditions from Drop Down 6. We can have different copy of the Excel software which can be distributed to different Sales persons for individual use. 7. Various features like Price List, Discounts etc can be locked (updatable by Admin only) 8. We can further provision for markups (not visible in printed quote) 9. Data of 6 Sales staff can be compiled at one place by use of macro 10. You can have multipage offer which can be printed/ converted to pdf. Short space ...Pl initiate dialog
$1 250 USD за 30 дні(-в)
3,9 (9 відгуки(-ів))
3,5
3,5
Аватарка користувача
I am very experienced in Excel and i get what type of formula are required by you. If you are interested in hiring me you ca text me sir i am online
$1 000 USD за 10 дні(-в)
0,0 (0 відгуки(-ів))
0,0
0,0
Аватарка користувача
A proposal has not yet been provided
$833 USD за 10 дні(-в)
0,0 (0 відгуки(-ів))
0,0
0,0
Аватарка користувача
Hello! I have a strong expertise in the Microsoft Office Suite and a proven track record in developing advanced tools in Excel and Access and managing database. I can code in VBA and SQL, develop complex excel formulas, create graph… I have been working for 3 years in the finance industry as excel/VBA developer and project manager. I can start working on your project ASAP. Don't hesitate to contact me to give me more details about the job Thanks! Cedric
$750 USD за 6 дні(-в)
0,0 (0 відгуки(-ів))
0,0
0,0
Аватарка користувача
Hello We have checked the requirement and specifications. You can ask us any questions if you have. Sri Technocrat will provide fully interactive application for your project. The timeline and total cost for development is stated along with the bid. During development period, the site would be visible on one of our test servers. Sri Technocrat takes services of professionals in the fields of graphic designer, site management and programming. Thanking you for considering Sri Technocrat as a partner in development. With regards, Sri Technocrat
$988 USD за 30 дні(-в)
0,0 (0 відгуки(-ів))
3,7
3,7

Про клієнта

Прапор INDIA
malappuram, India
0,0
0
На сайті з лют. 18, 2016

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